Brian Davies

Managing Partner

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Details

Boston, MA

Email Brian

617-619-3328

Education

Bentley University, McCallum Graduate School of Business | MS – Finance

Bentley University | BS – Finance

Registrations & Affiliations

Association of Insolvency & Restructuring Advisors – Member
Certified Insolvency & Restructuring Advisor Program (CIRA)

Awards & accolades

2022: M&A Deal of the Year ($10mm-$25mm)
2019: U.S.A. Restructuring Investment Banker of the Year
2017: Restructuring Deal of the Year
2016: Consumer Staples Deal of the Year
2016: Distressed M&A Deal of the Year
2016: Small Markets Turnaround Deal of the Year
2015: Sec. 363 Sale of the Year
2015: Distressed M&A Deal of the Year
2014: Out-of-Court Restructuring Deal of The Year
2013: Restructuring Investment Banker of The Year
2013: Middle Market Corporate Turnaround of The Year

Brian serves as Managing Partner within Capstone’s Financial Advisory Services (FAS) practice. He has over 20 years of professional experience working extensively in the fields of corporate recovery, business reorganization and interim management services. He has provided financial advisory services to lenders, debtors, creditors’ committees, trustees and equity holders in bankruptcy matters and out-of-court restructurings. Brian has provided assistance to under-performing businesses, potential acquirers of distressed assets / entities, and advised clients on general business issues. He has advised and worked with financially distressed companies to develop cost containment and asset rationalization plans, improve liquidity, re-engineer financial and other back-office functions, and enhance cash flow. His industry experience includes Retail, Security, E-Commerce, Real-Estate and Housing, Manufacturing, Distribution, Automotive, Construction, Hospitality, Environmental Testing Laboratories, Aviation, Food/Beverage, Mining and Healthcare.

Previously, Brian has served as an Operating Partner in a leading global private equity firm focused on management buyouts and recapitalizations of middle market companies as well as growth equity investments. His primary objective was managing all distressed/challenged operations of any portfolio company experiencing performance issues, liquidity concerns, covenant breaches, availability diminution, management voids and synergy attainment. He has served as an interim “C” level manager, sat on the boards of portfolio companies, and partnered with deal teams on both buy and sell side diligence and negotiations ensuring the portfolio companies are running efficiently and accreting maximum value through strategic planning, cost cutting and operational assessments.

While as a Managing Director and Co-Head of Mesirow Financial Consulting’s New England Practice, Brian spearheaded national large-scale projects that ranged in size from $10 million to over $30 billion in total revenue focusing on the overall turnaround of at-risk operations within diverse and industry leading clientele platforms. He also coordinated full project lifecycle, including planning, budgeting, reporting, field operations, negotiations, contract administration, and risk management.

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